2024/11/28 | Is ‘rent-seeking’ corruption? And an unorthodox suggestion to fight corruption |
2024/10/23 | Work from home or office must be the sole prerogative of the company |
2024/10/16 | Contrary to theory, capital, ironically, flows to developed economies from emerging countries |
2024/10/10 | Robust increase in sales and prices for residential properties with improvement in affordability |
2024/10/03 | Tong’s Absolute Returns Portfolio outperformed with 14.9% gain in six months despite lower risks (beta) |
2024/09/27 | Without good stories, stock liquidity and speculation, cheap stock markets will stay cheap |
2024/09/19 | Nvidia and Tesla — the gods of storytelling — and speculative gambling |
2024/09/12 | Institutional fund inflows fuel ringgit gains and Bursa stock prices |
2024/09/05 | 99 Speed Mart: A ‘flywheel’ business model for basic consumption goods |
2024/08/29 | Bond market expects fewer cuts in interest rates than equity market — a soft landing scenario for the US economy |
2024/08/15 | GDP is a political number — what drives it is what matters |
2024/08/07 | ‘Peddling fantasies’ to push up stock valuations is not a crime |
2024/08/01 | Urban renewal is good but outcomes hinge on integrity and good governance |
2024/07/25 | Do you really understand what PER in stock valuations means? |
2024/07/18 | Ringgit can strengthen near term but are we addressing the secular decline? |
2024/07/11 | 5G evolution and pinky promise: Back to the past, except worse …. Why? |
2024/07/04 | The best performance for the Malaysian stock market in a decade. Is it sustainable? |
2024/06/20 | When bad economic news stops being good stock market news — dangers ahead! |
2024/06/13 | How does Bursa’s PN17 rule serve minority interests? |
2024/06/06 | An article for the masses ... the small-time investors and savers |
2024/05/30 | Only investors in the largest REITs fared better than bank deposits |
2024/05/23 | The stocks in our Malaysian portfolio, and why they are there |
2024/05/09 | We repeat … the secular declines in inflation and interest rates have ended |
2024/05/02 | How the Absolute Returns Portfolio is performing one month since inception |
2024/04/26 | The global economy and investment opportunities as we see it |
2024/04/18 | Higher-for-longer inflation and interest rates — and what it means for equities and currencies |
2024/04/11 | Allies today, enemies tomorrow: Relative prosperity of a nation drives geopolitics and trade |
2024/03/27 | Time in market, not timing the market — Tong’s Absolute Returns Portfolio |
2024/03/21 | A less risky route to buying China’s eventual recovery |
2024/03/14 | The ringgit will do a lot better with the ‘right’ stories |
2024/03/07 | Can the superheroes, the ‘Magnificent Seven’, hold up the bull market? |
2024/03/02 | Secular decline in ringgit’s value due mainly to falling relative competitiveness |
2024/02/23 | Is residential property in Malaysia a good investment? |
2024/02/07 | Our 2024 stock picks and past performances |
2024/02/07 | Stocks are priced to near perfection, but reality will surely disappoint equity investors |
2024/02/01 | Why y-o-y real wages in the US may be rising, yet its standard of living may have fallen — a statistical mirage |
2024/01/25 | Education was, is and always will be the great equaliser |
2024/01/18 | Economic policies in Malaysia are dictated by politics — why they fail |
2024/01/11 | Malaysia’s 5G is now one of the world's best, thanks to the unconventional SWN |
2024/01/04 | Opportunities and risks for 2024 |
2023/12/14 | Companies that are destroying shareholder value and what can be done about it |
2023/12/07 | Why some stock markets perform and others don’t … and ideas to improve |
2023/11/30 | Finally, we are investing again — added six stocks with high, resilient dividend yields |
2023/11/07 | The Malaysian housing industry is efficient and competitive — the government should just focus on public housing |
2023/11/03 | Home ownership and affordability in Malaysia: Facts and myths |
2023/10/26 | Why are US home prices up despite sharp rise in mortgage rates, and is it sustainable? |
2023/10/19 | Stating the obvious: Stock prices can only perform with sustained profit growth and positive prospects |
2023/10/12 | Punch bowl taken away, the party is ending |
2023/10/05 | Put up guard rails before the circus begins: Reducing Bursa’s board lot size |
2023/09/28 | Should Malaysia force wages to rise through direct wage policy intervention? |
2023/09/21 | ‘Greedflation’, stock prices and the policy implications |
2023/09/14 | Right to leave domestic interest rates unchanged, but ringgit will weaken |
2023/09/07 | Chasing the small caps now will likely end in tears |
2023/08/30 | WeWork: The rise and collapse of the ‘throw enough money and it will work’ business model |
2023/08/26 | Targeting 45% labour share of total income for Malaysia is imprudent and without basis |
2023/08/17 | With US stocks priced to near perfection, cash will be king … again |
2023/02/23 | The limitations of our knowledge narrow our windows of opportunity |
2023/01/12 | No Santa rally yet Deep Deep did it again |
2022/10/20 | Can Man beat Machine in stock investing? |
2022/06/24 | Grow foreign and local investments or be left behind |
2022/03/03 | The timeless value of value investing |
2022/02/04 | Part 1: Why is Bursa a chronic underperformer? Capital controls imposed |
2022/01/27 | Inflation will stay high for longer ... but secular trends will drive prices down soon |
2021/02/19 | SIA, a proxy for Singapore's growing strength as the Asean hub |
2020/07/03 | What ails the Malaysian property sector |
2020/06/26 | Room for a further reduction in interest rates |
2020/06/19 | A short-sighted market |
2020/06/12 | The market is right about a stimulus-augmented V-shaped recovery |
2020/06/05 | From a sharing to a no-sharing economy? |
2020/05/29 | Cheap money chasing up stock prices |
2020/05/15 | Persistent economic contraction even as businesses reopen |
2020/05/08 | Yet another stock-market scam - mini-tender offers |
2020/04/30 | How close are Bursa and SGX-listed companies to financial distress? |
2020/04/17 | Which will remain in 12 months' time - the Covid-19 pandemic or the effects of the stimulus? |
2020/04/09 | Cash flow relief to keep viable companies afloat |
2020/04/03 | There is also light at the end of the tunnel |
2020/02/14 | Manic sensationalisation of the coronavirus |
2020/02/07 | Shaken but not stirred |
2020/01/31 | Malaysian stocks should do better in 2020 |
2019/12/06 | Tech stocks — the real ones and the pretenders |
2019/11/29 | Time to buy US banks and why Comerica and JPMorgan |